Enrollment Coordinator

American Fidelity
13d

About The Position

Facilitates implementation and onboarding processes for new or reserviced accounts including developing, maintaining and strengthening Customer relationships by providing pre-defined customer service and supporting administrative aspects of assigned accounts. Anticipates future customer needs and facilitates such awareness with home office and field sales management. Responsible for driving growth and participation in assigned enrollments by managing and facilitating the enrollment process through all phases. This includes handling multiple enrollments simultaneously and maintaining schedules and deadlines for each. Serves as the point of contact for the customer, home office and field sales to ensure quality, cost containment, consistency, production results, and a positive customer experience during all phases of the open enrollment. NOTE: This position’s responsibilities require the use of a Company car, therefore, the incumbent is assigned one for use. American Fidelity specializes in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services. We’re focused on offering a different opinion to our Customers – making things easier for them by providing benefits administration and education. For our policyholders, we help provide financial security through our benefit offerings, which provide coverage for some of life’s worst events – cancer, accidents, critical illnesses, death and more – and for some of life’s best – childbirth, retirement and more.

Responsibilities

  • Facilitates implementation and onboarding processes for new or reserviced accounts
  • Develops, maintains and strengthens Customer relationships by providing pre-defined customer service and supporting administrative aspects of assigned accounts.
  • Anticipates future customer needs and facilitates such awareness with home office and field sales management.
  • Responsible for driving growth and participation in assigned enrollments by managing and facilitating the enrollment process through all phases.
  • Handles multiple enrollments simultaneously and maintaining schedules and deadlines for each.
  • Serves as the point of contact for the customer, home office and field sales to ensure quality, cost containment, consistency, production results, and a positive customer experience during all phases of the open enrollment.
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